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Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)

The Compound and Friends

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U.S. TikTok Deal and National Security Implications

Is that the journal's understanding of what it looks like so far, what we've heard in public so far? Josh asks about the Oracle-led US TikTok deal; Telis explains structure, ownership players, political and algorithm concerns.

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